Treasury Management Sales Specialist

Bridgewater Bank; BLOOMINGTON (MN); Hybrid; USD 64,000 - 75,000; Full time

Benefits offered by this job

Hybrid work model

Health insurance

Job summary

Bridgewater Bank is seeking a Treasury Management Sales Specialist to serve as a liaison with branch staff and commercial bankers. You will promote Treasury Management products, educate branches on features, and identify referral opportunities to drive client onboarding and deposits.

The role emphasizes 90% support of Treasury Management referrals and 10% new business development, with a focus on ACH, wire origination, remote deposit, merchant services, and related treasury services.

Qualifications

• Bachelor's degree in Business or equivalent work experience.
• 2+ years banking experience (preferably in cash management).
• Exceptional business acumen and relationship management skills.
• Strong financial management skills and operational expertise.
• Excellent written, verbal, and interpersonal communication skills.

Responsibilities

• Develop relationships, provide education and support to Bridgewater Bank branches regarding business deposits focused on Treasury Management products and services.
• Identify and lead referral opportunities presented by branch teams.
• Act as a primary contact and resource for Bridgewater Bank branches business clients.
• Identify and develop business deposit and Treasury Management opportunities while acting on and closing all leads generated internally and externally.
• Attend regular branch meetings, pipeline meetings, and periodic loan committee meetings.
• Prepare account/Treasury Management agreements and related onboarding documentation.
• Follow up with clients to ensure successful onboarding.

Skills

Relationship management

Financial management

Communication skills

Independent work

Team coordination

Client inquiries handling

Education

Bachelor's degree in Business

Tools

Fiserv

Jack Henry

Job description

The Treasury Management Sales Specialist will work directly with Bridgewater Bank branch staff (and paired with commercial banker(s) as assigned) as a liaison regarding Treasury Management products and services. In this role, a primary job duty will be to ensure branch staff are aware of features and benefits of Treasury Management products and services as well as properly identify referral opportunities. The Treasury Management Specialist will promote business accounts and Treasury Management products and services to clients and prospects.

RESPONSIBILITIES

• Develop relationships, provide education and support to Bridgewater Bank branches regarding business deposits focused on Treasury Management products and services
• identify and lead referral opportunities presented by branch teams
• Act as a primary contact and resource for Bridgewater Bank branches business clients
• Identify and develop business deposit and Treasury Management opportunities while acting on and closing all leads generated internally and externally
• Attend regular branch meetings, pipeline meetings, and periodic loan committee meetings
• Prepare account/Treasury Management agreements, complete account opening, Treasury Management operations documentation, submit for setup, if necessary
• Follow up with clients to ensure successful onboarding
• Conduct client/prospect needs analysis
• Perform annual reviews/client touch points to review current offerings and promote additional opportunities
• Coordinate efforts for more sophisticated/complex clients with VP/SVP Treasury Management
• Emphasis on driving deposit generation and banking services including: ACH, Online Wire Origination, Remote Deposit, Corporate Credit Cards, Merchant Card Processing, Positive Pay, as well as Checking and Savings accounts
• Duties: 90% support of Treasury Management referral activity, 10% new business development events

QUALIFICATIONS

• Bachelor’s degree in Business or equivalent work experience and 2+ years of banking experience (preferably in cash management)
• Exceptional business acumen and relationship management skills
• Strong financial management skills and operational expertise
• Excellent written, verbal, and interpersonal communication skills
• Demonstrated ability to handle various types of client inquiries
• Must be able to work independently and coordinate effectively in a team environment
• Knowledge of key vendors a plus: Fiserv, Jack Henry, third parties, etc.

ABOUT BRIDGEWATER BANK

Picture yourself at one of the Twin Cities’ best places to work, surrounded by people who challenge you, support you, and inspire you to be your best. Welcome to Bridgewater Bank.

We are on a mission to be the finest entrepreneurial bank in the Twin Cities. Like true entrepreneurs, we run fast and lean. We are in constant evolution and the runway for personal and professional growth is long. People are our strength, and that’s why we’ve created and sustained an award-winning culture that promotes growth and celebrates the big and little wins along the way.

At the end of the day, we believe competitive salaries, top-tier benefits, a hybrid work model, and transparency into the business is a given. Working together toward something meaningful with people you enjoy is just a bonus!

COMPENSATION & BENEFITS

The typical annual base pay range for this role is between $63,700 - $75,200. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance.

Bridgewater Bank provides a broad offering of competitive benefits including (but not limited to):

• Basic term and optional term life insurance
• Short-term and long-term disability
• Parental leave
• 401(k) with employer match
• Paid vacation & paid holidays

PLEASE NOTE

The above is intended to describe the general content of and requirements for this position. It is not to be construed as an exhaustive list of duties, responsibilities, or requirements. It is Bridgewater Bank’s policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability or any other characteristic protected by applicable federal, state or local law.

STATUS: Exempt

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.